Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1 +$2.4B
2 +$2.37B
3 +$1.52B
4
SNPS icon
Synopsys
SNPS
+$1.47B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26B

Top Sells

1 +$2.63B
2 +$2.46B
3 +$1.21B
4
ORCL icon
Oracle
ORCL
+$1.04B
5
AAPL icon
Apple
AAPL
+$925M

Sector Composition

1 Technology 23.14%
2 Financials 11.07%
3 Consumer Discretionary 8.39%
4 Communication Services 7.49%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CHAI
6676
Core AI Holdings Inc
CHAI
$36.9M
$11.6K ﹤0.01%
1,250
IEDI icon
6677
iShares US Consumer Focused ETF
IEDI
$28.6M
$11.6K ﹤0.01%
206
+6
MARM icon
6678
FT Vest US Equity Max Buffer ETF March
MARM
$113M
$11.4K ﹤0.01%
350
NYXH
6679
Nyxoah
NYXH
$191M
$11.4K ﹤0.01%
2,475
CLSKW
6680
CleanSpark Inc Warrant
CLSKW
$334K
$11.4K ﹤0.01%
23,694
SWVL icon
6681
Swvl Holdings
SWVL
$17.1M
$11.4K ﹤0.01%
3,610
RMTI icon
6682
Rockwell Medical
RMTI
$36.7M
$11.3K ﹤0.01%
9,408
-3,587
CPIX icon
6683
Cumberland Pharmaceuticals
CPIX
$61.3M
$11.2K ﹤0.01%
3,605
-8,793
SQFT icon
6684
Presidio Property Trust
SQFT
$4.22M
$11.2K ﹤0.01%
2,102
+50
NMTC icon
6685
NeuroOne Medical Technologies
NMTC
$34.8M
$11.1K ﹤0.01%
12,488
-948
FLEE icon
6686
Franklin FTSE Europe ETF
FLEE
$127M
$11.1K ﹤0.01%
319
-5
SDP icon
6687
ProShares UltraShort Utilities
SDP
$1.93M
$11K ﹤0.01%
901
-1,407
PW
6688
Power REIT
PW
$2.98M
$10.9K ﹤0.01%
10,774
+674
RDZN icon
6689
Roadzen
RDZN
$108M
$10.9K ﹤0.01%
12,586
-4,088
CYN icon
6690
Cyngn
CYN
$12.4M
$10.9K ﹤0.01%
1,800
-25
TOPT
6691
iShares Top 20 U.S. Stocks ETF
TOPT
$485M
$10.7K ﹤0.01%
350
-990
FUFU icon
6692
BitFuFu
FUFU
$443M
$10.6K ﹤0.01%
2,832
+947
BNGO icon
6693
Bionano Genomics
BNGO
$11.7M
$10.6K ﹤0.01%
6,208
-5,447
BCAB icon
6694
BioAtla
BCAB
$14.2M
$10.6K ﹤0.01%
15,426
-300,145
PETS icon
6695
PetMed Express
PETS
$59.5M
$10.6K ﹤0.01%
4,224
-23,880
VGSR icon
6696
Vert Global Sustainable Real Estate ETF
VGSR
$496M
$10.6K ﹤0.01%
995
-2,579
YJ
6697
Yunji
YJ
$6.7M
$10.6K ﹤0.01%
5,379
IMA
6698
ImageneBio Inc
IMA
$75.1M
$10.5K ﹤0.01%
1,286
-999
BRHY
6699
BlackRock ETF Trust II iShares High Yield Active ETF
BRHY
$100M
$10.5K ﹤0.01%
200
TECS icon
6700
Direxion Daily Technology Bear 3x Shares
TECS
$40.2M
$10.4K ﹤0.01%
540
-1,061